Quilter
PEOPLE MOVES: Vanguard, Quilter, Brewin Dolphin
CIO change at Vanguard, UK wealth manager names CEO and retail client solutions director exits Quilter
Double deal at Quilter Private Client Advisers
The acquisitions add around £130m in assets under advice
IFAs must tackle taboo topics to help clients and themselves
UK advisers need to shake off their discomfort and bring up uncomfortable subjects – like inheritance
Quilter’s financial advice arm makes triple UK swoop
Three firms based in Blackburn, Surrey and Cheltenham have been acquired
Most UK parents want to control wealth transfer to children
Quilter survey finds trusts may be having a renaissance, as family life becomes more complex